Portfolio Manager
Loudon County, TN
Jonathan is very loyal to his hometown of Lenoir City, TN and Loudon County. Jonathan pledges to always have an office here and a presence in the county. This county and the people in it matter to him and he believes he should give back to the area he grew up in.
Jonathan Allen serves as the firm’s lead portfolio manager, leveraging his extensive experience in both value and growth investing. With a career that spans across top money management firms, Jonathan has been a trader and an assistant portfolio manager before founding his own firm. His deep expertise in navigating complex financial markets has shaped his mastery in areas such as risk management, portfolio rebalancing, return optimization, and the development of tailored investment strategies. With a sharp focus on comprehensive research and analysis, Jonathan’s disciplined and well-rounded approach has consistently delivered exceptional results for clients, making him a standout in managing diverse portfolios.
Education
Undergraduate: University of Tennessee, Knoxville
Concentration: Supply Chain Management/LogisticsGraduate: University of Tennessee, Chattanooga
MBA in Finance
Certifications:
Series 7
Series 66
SIE
Professional Experience:
E*Trade
Healy Wealth Management of Atlanta
Investment Counsel Company of Nevada
Raymond James
